See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,462 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,048 | $54,229+62.4% | $70,092+25.6% | $68,494+28.5% |
| Participation rate | 62.3% | 64.5%-2.2pp | 70.5%-8.2pp | 67.9%-5.6pp |
| Annual return | -15.19% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,638 | $2,018+30.7% | $2,559+3.1% | $2,596+1.6% |
| Participant deferral / active EE | $6,525 | $2,956+120.8% | $3,849+69.5% | $4,027+62.0% |
| Admin fee / account holder | $516 | $4,694-89.0% | $6,267-91.8% | $5,403-90.4% |